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Kestra Advisory Services, LLC: VWOB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on VWOB, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 1,278,934 VWOB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,278,934 shares
    Change vs previous 13F +158,532 shares

    0.19% of the 13F portfolio, value $85,995,475.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,212 shares
    • Kestra Advisory Services, LLC: 30,029 shares
    • Kestra Investment Management, LLC: 1,229,693 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,120,402 shares
    Change vs previous 13F +446,410 shares

    0.18% of the 13F portfolio, value $73,600,250.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,574 shares
    • Kestra Advisory Services, LLC: 51,500 shares
    • Kestra Investment Management, LLC: 1,052,328 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 673,992 shares
    Change vs previous 13F +115,166 shares

    0.12% of the 13F portfolio, value $45,447,301.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,600 shares
    • Kestra Advisory Services, LLC: 66,397 shares
    • Kestra Investment Management, LLC: 598,995 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 558,826 shares
    Change vs previous 13F +61,778 shares

    0.11% of the 13F portfolio, value $37,385,529.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,247 shares
    • Kestra Advisory Services, LLC: 42,571 shares
    • Kestra Investment Management, LLC: 510,008 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 497,048 shares
    Change vs previous 13F +329,914 shares

    0.11% of the 13F portfolio, value $32,482,109.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,991 shares
    • Kestra Advisory Services, LLC: 34,321 shares
    • Kestra Investment Management, LLC: 454,736 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 167,134 shares
    Change vs previous 13F -229,887 shares

    0.04% of the 13F portfolio, value $10,730,003.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,341 shares
    • Kestra Advisory Services, LLC: 34,216 shares
    • Kestra Investment Management, LLC: 125,577 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 397,021 shares
    Change vs previous 13F +34,972 shares

    0.09% of the 13F portfolio, value $25,071,895.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,587 shares
    • Kestra Advisory Services, LLC: 30,254 shares
    • Kestra Investment Management, LLC: 359,180 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 362,049 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $24,029,202.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,501 shares
    • Kestra Advisory Services, LLC: 34,838 shares
    • Kestra Investment Management, LLC: 322,710 shares

    Acceptance time not in the bulk data set (spec §4.2).